Unclaimed Profile

Marita Agnes Sullivan

JMG FINANCIAL GROUP LTD·OAK BROOK, Illinois

Clean recordJMG FINANCIAL GROUP LTD

2301 W. 22ND STREET SUITE 300, OAK BROOK, IL 60523-1264CRD# 1657556Firm CRD# 110302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marita Agnes Sullivan · OAK BROOK, IL

Registration

CRD #1657556 · JMG FINANCIAL GROUP LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marita Agnes Sullivan is a registered financial advisor based in OAK BROOK, Illinois, affiliated with JMG FINANCIAL GROUP LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JMG FINANCIAL GROUP LTD

AUM

$5.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JMG FINANCIAL GROUP LTD →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: A PERCENTAGE OF ASSETS

Regulatory

SEC/IARD CRD# 1657556

Firm CRD# 110302

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marita Agnes Sullivan offer?

Marita Agnes Sullivan specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Marita Agnes Sullivan's credentials?

Marita Agnes Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marita Agnes Sullivan located?

Marita Agnes Sullivan is based in OAK BROOK, Illinois, working with JMG FINANCIAL GROUP LTD. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Marita Agnes Sullivan charge for services?

Marita Agnes Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JMG FINANCIAL GROUP LTD?

JMG FINANCIAL GROUP LTD has approximately 63 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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